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FWM
Foresight Wealth Management’s
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
Stock Holding History
Foresight Wealth Management’s Portfolio
IGIB Stock Details
IGIB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-4,000
Closed
-$204K
–
120
2022
Q2
$204K
Sell
4,000
-3,600
-47%
-$188K
0.04%
96
2022
Q1
$417K
Hold
7,600
–
–
0.08%
77
2021
Q4
$450K
Hold
7,600
–
–
0.01%
85
2021
Q3
$456K
Hold
7,600
–
–
0.09%
77
2021
Q2
$460K
Hold
7,600
–
–
0.1%
80
2021
Q1
$450K
Sell
7,600
-7,040
-48%
-$426K
0.11%
80
2020
Q4
$905K
Sell
14,640
-300
-2%
-$18.4K
0.24%
44
2020
Q3
$909K
Sell
14,940
-33,965
-69%
-$2.07M
0.3%
40
2020
Q2
$2.95M
Sell
48,905
-91,178
-65%
-$5.31M
1.35%
12
2020
Q1
$7.69M
Buy
140,083
+5,540
+4%
+$320K
5.3%
5
2019
Q4
$7.8M
Buy
134,543
+21,267
+19%
+$1.23M
4.8%
5
2019
Q3
$6.56M
Buy
113,276
+11,834
+12%
+$680K
4.73%
3
2019
Q2
$5.78M
Buy
101,442
+63,304
+166%
+$3.51M
4.37%
4
2019
Q1
$2.1M
Buy
+38,138
New
+$2.05M
1.83%
17
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UCFA
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$16.3B AUM
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1-Year Est. Return
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$49B AUM
17.78%
1-Year Est. Return
Ameriprise
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$432B AUM
30.22%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
MMI
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$3.26B AUM
12.5%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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